Diane Protho

First Command LIC (Investment Portfolio) (First Command-IP) is the investment portfolio division of First Command LIC, which is owned by First Command Financial Services, Inc. The firm is headquartered in Fort Worth, Texas. First Command-IP offers financial planning services, asset management services, and other investment advisory services to individuals, corporate entities, and trusts only.

First Command Financial Services, Inc. (FCFS) headquartered in Fort Worth, Texas. The firm was founded in 1958 and is a subsidiary of First Command Financial Planning, Inc. ESOP Trust. FCFS provides insurance products and services to active and retired or separated military families.

First Command Advisory Services, Inc. (FCAS) is an investment advisor headquartered in Fort Worth, Texas. The firm is a subsidiary of First Command Financial Services, Inc., which is owned by First Command Financial Planning, lnc. ESOP Trust. FCAS offers advisory services to active-duty military and their immediate family.

Freese & Nichols, Inc. provides professional consulting services. The firm's services include architectural design, historical restoration, preservation, interior design, construction management and contract administration. The company was founded in 1894 and is headquartered in Fort Worth, TX.

UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities.

CaringBridge is a nonprofit health platform that provides support to family caregivers at no cost. The non-profit company is based in Eagan, MN. The platform helps improve emotional health and social connectedness, addressing feelings of overwhelm, isolation, and loneliness. With over 300,000 people on the platform every day sending or receiving support, there are over 1,600 messages of love, hope, and compassion posted every hour. Founded in 1997, the organization offers tools to share and document a health journey, simplify care coordination, and connect caregivers with a supportive community. The company was founded by Sona Mehring. Tia Newcomer has been the CEO of the company since 2021.

United Way of Tarrant County provides educational, income and health assistance programs. It offers financial assistance to low income working families, helping adults with on going health concerns, and fundraising to generate revenue for programs. The company was founded in 1922 and is headquartered in Forth Worth, TX.

Stanton Group, Inc. provides compensation administrative services. The firm offers employee benefit plans, retirement & trust services, compensation consulting, property, and casualty insurance services. The company was founded in 1953 and is headquartered in Itasca, IL.

Destiny Health, Inc. provides healthcare insurance plans services. The company is headquartered in Chicago, IL.

YMCA of Metropolitan Fort Worth provides health and wellness programs. It offers programs such as diabetes prevention, sports, summer camp, lifeguarding, child care and youth mentor. The company was founded in 1890 and is headquartered in Fort Worth, TX.

TIAA-CREF Individual & Institutional Services LLC (TC Services) is a wealth management firm headquartered in New York City. The firm was founded in 20055 and is a wholly owned subsidiary of Teachers Insurance & Annuity Association of America, which is owned by TIAA Board of Governors. TC Services provides investment advisory services to individuals.